Course Overview
1 - Get started with Dynamics 365 Supply Chain Management
- Benefits of Supply Chain Management
- Overview of Supply Chain Management
- Cost accounting
- Cost management
- Inventory management and Warehouse management
- Master planning
- Procurement and sourcing
- Vendor collaboration
- Sales and marketing
- Customer portal
- Product information management
- Production control
- Intercompany trade
- Warehouse management
- Transportation management
2 - Get started with Dynamics 365 Supply Chain Management
- Benefits of Supply Chain Management
- Overview of Supply Chain Management
- Cost accounting
- Cost management
- Inventory management and Warehouse management
- Master planning
- Procurement and sourcing
- Vendor collaboration
- Sales and marketing
- Customer portal
- Product information management
- Production control
- Intercompany trade
- Warehouse management
- Transportation management
3 - Get started with inventory management in Dynamics 365 Supply Chain Management
- Inventory management overview
- Configure inventory dimensions
- Configure storage dimensions
- Configure tracking dimensions
- Configure serial and batch numbers
- Configure sites
- Configure warehouses
- Configure inventory policies
- Set up item groups and item model groups
- Allocate batch and serial numbers
- Work with consignment inventory
4 - Work with inventory management operations in Dynamics 365 Supply Chain Management
- Inventory operations scenarios
- Inventory locations
- Inventory statuses
- Set up disposition codes
- Warehouse layout
- Set up barcodes
- Counting reason codes
- Inventory journals
- Inventory journal approval workflow
- Initialize stock levels in the warehouse
- Transfer orders
- Create and post an inventory journal
5 - Set up and work with outbound operations using inventory management in Dynamics 365 Supply Chain Management
- Outbound operations
- Outbound setup
- Set up default order settings
- Reserve inventory quantities
- Reserve sales order batch numbers
6 - Set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management
- Inbound operations
- Arrival overview
- Set up an item arrival overview profile
- Set up default order settings
7 - Set up and work with inventory control in Dynamics 365 Supply Chain Management
- Inventory cost methodologies
- Inventory closing and adjustment
- Archive inventory transactions
8 - Use inventory reports in Dynamics 365 Supply Chain Management
- ABC inventory classification
- Physical inventory by inventory dimension report
- Inventory value report
- Inventory on-hand report storage
- Inventory on-hand mobile workspace
9 - Create products and product masters in Dynamics 365 Supply Chain Management
- Product information workspace
- Concept of a product
- Create products
- Set up unit conversions
- Batch disposition codes
- Default order settings
- Define products as not stocked
- Create product masters with variants
- Variant specific sales tax groups
- Gain productivity by using the Variant suggestions page
- Create and set up category hierarchies and attributes
- Set up item pricing
10 - Create bill of materials in Dynamics 365 Supply Chain Management
- Work with the BOM designer
- BOM and formula versions
- BOM line types
- BOM levels
11 - Configure warehouse management in Dynamics 365 Supply Chain Management
- Roles in warehouse management
- Set up warehouse management
- Configure the warehouse layout
- Configure catch weight processing for warehouse management
- Warehouse processes
- Reservation hierarchies
12 - Get started with Engineering Change Management for Dynamics 365 Supply Chain Management
- Overview of features
- End-to-end walkthrough of features
13 - Set up versioned products in Dynamics 365 Supply Chain Management
- Create an engineering organization
- Create nomenclature for product versions
- Create product version number rules
- Create product dimension groups by using the version dimension
- Create product life cycle states
- Engineering attributes
- Product readiness policies
- Product release policies
- Create engineering categories
14 - Configure engineering change management for Dynamics 365 Supply Chain Management
- Set up engineering change severities
- Set up severity rule sets
- Set up product owners
- Engineering workflows
15 - Convert an existing product to an engineering product in Dynamics 365 Supply Chain Management
- Enable change management on existing products
- Enable engineering product categories
- Run the convert to engineering product wizard
16 - Warehouse implementation experience in Dynamics 365 Supply Chain Management
- Enable warehousing telemetry
- Warehouse implementation workspace
- Wizard-driven setup of Warehouse Management parameters
- Wizard-driven warehouse configuration
- Simplified query view of location directives
17 - Get started with production control in Dynamics 365 Supply Chain Management
- Core concepts in production control
- Understand unified manufacturing
- Manufacturing principles
- Overview of the production process and production life cycle
- Set up and manage production-related reservations
- Reset the status of a production order
- Batch orders
- Discrete manufacturing
- Process manufacturing
- Lean manufacturing
- Configure production control for unified manufacturing
- Capacity planning
- Integration between the General ledger and the Production control modules
- IoT intelligence and insights
- Describe the value proposition for mixed-reality Guides for production floor workers
18 - Get started with discrete manufacturing in Dynamics 365 Supply Chain Management
- Discrete manufacturing life cycle
- Master planning and planned production orders
- Bills of materials
- Working with BOM and item configurations
- Create a bill of materials
- Production orders
19 - Set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management
- Prerequisite setup in production control
- Production groups
- Production control parameters
- Production pools
- Allocation keys
- Set up journal parameters
- Create a production unit
20 - Set up and use discrete manufacturing routes in Dynamics 365 Supply Chain Management
- Create operations and operation relations
- Work with simultaneous operations
- Set up route groups and routes
- Route versions
- Copy routes
- Route networks
- Work with primary and secondary routes
21 - Set up and use discrete manufacturing resources in Dynamics 365 Supply Chain Management
- Set up calendars and resources
- Set up working time templates
- Create calendars
- Resource capabilities
- Resource groups
22 - Set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management
- Set up inventory dimensions in production
- Set up production dimensions
- Set up storage dimensions
- Set up tracking dimensions
23 - Production costing for discrete manufacturing in Dynamics 365 Supply Chain Management
- Production cost
- General ledger and manufacturing integration
- Inventory posting profiles, item groups, and item model groups
- End production orders
- Production journals
- Dimension link
- Production reports
24 - Work with the costing sheet in Dynamics 365 Supply Chain Management
- Costing versions
- Cost groups
- Calculation groups
- Costing sheets
- BOM calculations
- BOM Measurements
- BOM Reports
25 - Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management
- Scheduling options
- Split a production order
- Operations scheduling
- Job scheduling
- Scheduling options from the Gantt chart
- Resource scheduling
- Scrap and waste
26 - Work with manufacturing execution in Dynamics 365 Supply Chain Management
- Understand the manufacturing executions
- Identify roles in manufacturing execution
- Planning consideration for manufacturing execution
- Configure manufacturing execution
- Setup time and attendance for manufacturing execution processes
- Control production with manufacturing execution
- Create and process report as finished journals with co-products and by-products
- Calculate and approve raw time registrations
- Report as finished from the job card device
27 - Set up configurable products in Dynamics 365 Supply Chain Management
- Product configurator concepts and terminology
- Elements of a product configuration model
- Scenario
- Product model components
- Create a product configuration model
- Expression constraints
- Calculations for product configuration
- BOMs and routes
- Configuration rules
- Sales price models
28 - Validate and release product configuration models in Dynamics 365 Supply Chain Management
- Extra configuration model options
- Improve product configuration performance
- Validate and test a product configuration model
- Configuration templates
- Configuration model versions
- Release a product configuration model
- Reuse product configuration
29 - Work with configurable products in Dynamics 365 Supply Chain Management
- Configurable product use cases
- Intercompany and multiple site considerations
- Extend a product configuration model through the API
- Add a configurable product to a sales order line
30 - Configure and use agreements in Dynamics 365 Supply Chain Management
- Work with trade agreements
- Create sales agreements
- Create purchase agreements
- Configure trade allowance management
- Configure brokerage contract management
- Configure royalty contract management
- Configure vendor rebates
- Rebate management module
- Service management
31 - Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management
- Procurement scenario
- Overview of the procure-to-purchase process
- Set up procurement categories
- Use procurement catalogs
- Create a purchase requisition
- Create and process a request for quotation
- Create purchase orders
- Vendor categories and catalogs
- Evaluate a vendor and put a vendor on hold
- Use purchasing policies
32 - Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
- Purchase order statuses with vendor collaboration
- Configure vendor collaboration
- Maintain vendor certification
- Set up vendor collaboration security roles
- Use the Vendor collaboration invoicing workspace
- Define purchase order response information
- Work with purchase orders when vendor collaboration is used
- Purchase order statuses and versions
- Sharing information about consignment inventory
- Inform vendors about vendor collaboration
- Work with request for quotes
- Purchase order confirmation workspace
- Accessing vendor master data in the Vendor information workspace
33 - Process purchase orders in Dynamics 365 Supply Chain Management
- Overview of the purchase order process
- Set up purchasing parameters
- Use purchase order change management
- Use Item arrivals and Arrival overview
- Manage over/under delivery for purchase orders
- Manage charges for purchase orders
- Create vendor returns
- 34 - Configure and work with quality control and quality management in Dynamics 365 Supply Chain Management
- Configure quality management
- Perform quality control and management processes
- Describe transactions types and create quality orders
- Apply inventory blocking
- Perform quarantine management
35 - Configure and use agreements in Dynamics 365 Supply Chain Management
- Work with trade agreements
- Create sales agreements
- Create purchase agreements
- Configure trade allowance management
- Configure brokerage contract management
- Configure royalty contract management
- Configure vendor rebates
- Rebate management module
- Service management
36 - Set up intercompany trade in Dynamics 365 Supply Chain Management
- Intercompany trading overview
- Intercompany scenarios
- Set up intercompany trade
- Set up intercompany trade relationships
- Action policies
- Set up charges and posting
- Set up intercompany agreements and direct deliveries
- 37 - Work with intercompany trade in Dynamics 365 Supply Chain Management
- Synced intercompany data
- Create an intercompany sales order
- Process intercompany purchase orders
- Return an intercompany sales order
- Customer payments for intercompany orders
- Create an intercompany purchase order
- Check intercompany order price discrepancies
- Manage intercompany purchase orders
- 38 - Get started with Asset Management for Dynamics 365 Supply Chain Management
- Overview and benefits
- Asset Management terminology and concepts
- Functional locations and assets
- Assets and work orders
- Use the Asset Management mobile workspace
- Asset Management integration capabilities
- Integrate Asset Management with Dynamics 365 Guides
39 - Work with functional locations in Asset Management for Dynamics 365 Supply Chain Management
- Create functional locations
- Install assets on functional locations
40 - Work with assets in Asset Management for Dynamics 365 Supply Chain Management
- All assets page
- Create an asset
- Multi-level assets
- Copy an asset or asset structure
- Move, remove, and install an asset
- Create assets based on purchase orders
- Asset bills of materials
- Asset event history
- Asset view
- Asset attribute overview
41 - Manage maintenance requests in Asset Management for Dynamics 365 Supply Chain Management
- View maintenance requests
- Maintenance request lifecycle states
- Create and update maintenance requests
- Create work orders from maintenance requests
- Asset loans
- Inbound and outbound assets
- Maintenance request management workspace
- Work order management workspace
- Maintenance request reports
42 - Create and manage work orders in Asset Management for Dynamics 365 Supply Chain Management
- Manually create work orders
- Maintenance forecasts
- Procurement of work order purchase requisitions
- Bill customers for maintenance work
- Manual update of asset counters
- Automatic update of asset counters
- Maintenance checklists
- Maintenance downtime
- Add a fault to a work order
- Work order report
- Work order pools
- Active work order maintenance jobs page
- Work order management workspace
43 - Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management
- Configure workers for work order scheduling
- Schedule and dispatch work orders
- Calculate capacity load on scheduled work orders
44 - Use controls and reports in Asset Management for Dynamics 365 Supply Chain Management
- Cost control for assets calculation
- Work order date control calculation
- Work order hour control calculation
- Asset fault cost control calculation
- Calculate asset KPIs
- Item where used calculation
- Maintenance status calculation
45 - Use preventive and reactive maintenance in Asset Management for Dynamics 365 Supply Chain Management
- Maintenance plans
- Interval types
- Assign a maintenance plan to an asset
- Schedule maintenance plans
- Maintenance rounds
- Maintenance schedule
- Maintenance schedule cost
- Maintenance downtime
46 - Work with capacity planning in Asset Management for Dynamics 365 Supply Chain Management
- Calculate capacity load
- Calculate an item forecast
47 - Register and report consumption in Asset Management for Dynamics 365 Supply Chain Management
- Register consumption
- Create consumption reports
48 - Work with warranties in Asset Management for Dynamics 365 Supply Chain Management
- Warranty agreements
- Warranty on assets and asset types
49 - Work with maintenance budgets in Asset Management for Dynamics 365 Supply Chain Management
- Create maintenance budgets
- Update maintenance budgets
50 - Set up accounts receivable in Dynamics 365 Finance
- Payment schedule
- Terms of payment and payment days
- Cash discounts
- Payment fees
- Set up the credit card payment service
- Methods of payment and payment control
- Set up a payment calendar and payment calendar rules
- Create and maintain customers
- Set up customer posting profiles
- Configure accounts receivable charges
51 - Get started with accounts receivable daily procedures in Dynamics 365 Finance
- Create free text invoices
- Recurring free text invoices
- Create and handle payments of customer invoices for sales orders
- Settle transactions and undo settlements
- Reimburse a customer
52 - Set up credit and collections in Dynamics 365 Finance
- Set up accounts receivables for credit and collections
- Set up credit and collections components
- Set up interest rates for an interest code
- Waive, reinstate, or reverse interest fees
- Set up and manage collection letters
53 - Process credit and collections in Dynamics 365 Finance
- Customer account statement
- Working with collections
- Collections coordinator workspace
- Manage customer credit and collections
- Credit management
54 - Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management
- Prerequisites and mapping setup
- Sales quotations
- Sales orders
- Dual-write solution for Sales
- Invoices
- Limitations
- Demonstration - Create and edit sales quotations
55 - Set up order to cash in Dynamics 365 Supply Chain Management
- Overview
- Order to cash business processes
- Relationship management
- Trade agreements
- Sales quotation setup
- Sales order setup
- Order promising concepts
- Set up order promising
- Set up order hold codes
- Set up commissions
- Set up customer and item search
56 - Work with order to cash in Dynamics 365 Supply Chain Management
- Sales order entry scenarios
- Create and process sales orders
- Sales order picking process
- Process customer returns
- Sales order reservations
57 - Configure and use agreements in Dynamics 365 Supply Chain Management
- Work with trade agreements
- Create sales agreements
- Create purchase agreements
- Configure trade allowance management
- Configure brokerage contract management
- Configure royalty contract management
- Configure vendor rebates
- Rebate management module
- Service management
58 - Set up intercompany trade in Dynamics 365 Supply Chain Management
- Intercompany trading overview
- Intercompany scenarios
- Set up intercompany trade
- Set up intercompany trade relationships
- Action policies
- Set up charges and posting
- Set up intercompany agreements and direct deliveries
59 - Work with intercompany trade in Dynamics 365 Supply Chain Management
- Synced intercompany data
- Create an intercompany sales order
- Process intercompany purchase orders
- Return an intercompany sales order
- Customer payments for intercompany orders
- Create an intercompany purchase order
- Check intercompany order price discrepancies
- Manage intercompany purchase orders
60 - Set up intercompany trade in Dynamics 365 Supply Chain Management
- Intercompany trading overview
- Intercompany scenarios
- Set up intercompany trade
- Set up intercompany trade relationships
- Action policies
- Set up charges and posting
- Set up intercompany agreements and direct deliveries
61 - Work with intercompany trade in Dynamics 365 Supply Chain Management
- Synced intercompany data
- Create an intercompany sales order
- Process intercompany purchase orders
- Return an intercompany sales order
- Customer payments for intercompany orders
- Create an intercompany purchase order
- Check intercompany order price discrepancies
- Manage intercompany purchase orders
62 - Set up landed cost in Dynamics 365 Supply Chain Management
- Landed cost concepts and terminology
- Landed cost parameters
- Set up voyages and shipping containers
- Set up delivery information
- Set up multi-leg journeys
- Set up shipping information
- Set up costing parameter values
- General ledger integration configuration
- Vendor settings for Landed cost
63 - Work with landed cost in Dynamics 365 Supply Chain Management
- Create a voyage
- Manage a voyage
- Estimate and manage landed costs
- Track inbound voyages and shipping container journey
- In-transit processing
- Warehouse management and landed cost
- Process over and under transactions
- Update tracking for put away
- Inquiries and reports for landed cost
64 - Manage transportation management in Dynamics 365 Supply Chain Management
- Planning transportation management
- Configure transportation management
- Routing and transportation flows
- Load building strategy
- Transportation management engines
- Bill of lading
- Plan freight transportation routes with multiple stops
- Reconcile freight in transportation management
65 - Configure warehouse management in Dynamics 365 Supply Chain Management
- Roles in warehouse management
- Set up warehouse management
- Configure the warehouse layout
- Configure catch weight processing for warehouse management
- Warehouse processes
- Reservation hierarchies
66 - Warehouse implementation experience in Dynamics 365 Supply Chain Management
- Enable warehousing telemetry
- Warehouse implementation workspace
- Wizard-driven setup of Warehouse Management parameters
- Wizard-driven warehouse configuration
- Simplified query view of location directives
67 - Inbound warehouse operations using Dynamics 365 Supply Chain Management
- Inbound operations
- Inbound advanced shipping notices
- Cross dock products from receiving warehouse to stores
- Create a GTIN code for a product
- Wizard-driven setup of Warehouse Management parameters
68 - Outbound warehouse operations using Dynamics 365 Supply Chain Management
- Outbound operations
- Warehouse work
- Cluster picking
- Packing and containerization
- Packing containers with the Warehouse Management mobile app
- Transfer orders and replenishment
69 - Execute across warehouse operations in Dynamics 365 Warehouse Management
- Cycle counting
- Material handling equipment interface
70 - Warehouse management mobile device configuration using Dynamics 365 Supply Chain Management
- Global mobile device parameters
- Set up and deploy GS1 and QR bar codes
- Set up work type menu items
- Set up mobile app step instructions
- Set up detours for steps in mobile device menu items
71 - Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management
- Production input location
- Production output location
- Staging and order picking
- Release BOM and formula lines to the warehouse
- Automatically rewave to add unfulfilled lines to new waves
- Cross-docking
- Planned cross docking
- Visibility into material exceptions
72 - Set up Master Planning in Dynamics 365 Supply Chain Management
- Master planning considerations and set up
- Master planning parameters page
- Create a master plan
- Coverage settings
- Action messages
- Demand Forecasting
- Run plans and firm planned orders
- Set up and use the Supply schedule page
- Deprecated master planning
73 - Use master planning in Dynamics 365 Supply Chain Management
- Set up master planning add-in
- Apply filters to a plan
- Master planning with demand forecasts
- Master planning support for capability-based resource allocation
- Priority-based planning
- Master planning and purchase trade agreements
- Set up supply chain calendars
- Safety margins
- Coverage time fences
- Approved planned orders
- Generate planned production orders
- Analyze and approve planned orders
- Auto-firming
- Planning with negative on-hand quantities
- View history and planning logs
- Cancel a planning job
74 - Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management
- Demand Driven Material Requirements Planning (DDMRP) Overview
- Inventory positioning
- Buffer profile and levels
- Demand-driven planning
- Visual and collaborative implementation
75 - Describe Dynamics 365 Supply Chain Management core capabilities
- Describe use cases for Dynamics 365 Supply Chain Management
- Describe products and released products
- Describe product master records, product variants, and product dimensions
- Describe pricing and discounts
- Describe intercompany capabilities
76 - Describe the sales and procurement processes in Dynamics 365 Supply Chain Management
- Describe the order-to-cash process
- Describe the sales order creation process
- Describe the fulfillment process
- Describe the procure-to-pay process
- Describe purchase requisitions
- Describe the purchase order creation process
- Describe purchase order receipts
77 - Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management
- Describe costing methods
- Describe on-hand inventory capabilities
- Identify types of inventory journals
- Describe quality management capabilities
- Describe use cases for Warehouse Management Systems (WMS)
- Describe use cases for Transportation Management Systems
- Describe use cases for landed cost
78 - Describe the manufacturing process in Dynamics 365 Supply Chain Management
- Describe lean, discrete, and process manufacturing
- Describe manufacturing strategies
- Describe bills of materials (BOMs), routes, and operations
- Identify the production lifecycle stages
- Describe shop floor management
- Describe master planning and planning optimization
